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Iowa municipal bonds can save Iowans a lot of money. But, many investors are not investing in the right municipal bonds or funds to maximize their potential tax savings.... Read More
Planning for your retirement saving strategy is a comprehensive task. With so many channels to choose from and varying rules like contribution limits, income thresholds, and tax liabilities, it... Read More
This post was updated April 2020. Hello everyone. We are excited to revisit one of our most popular topics: IPERS, or the Iowa Public Employees’ Retirement System. All of... Read More
Welcome back, readers. Today marks the end of our retirement community spotlight series and we are so grateful to leave you with a piece on Grand Living at Indian... Read More
I’m sure you have heard the saying, “the third time is the charm,” and that is exactly how we felt after interviewing Brian Kramer, Sales Director for Cottage Grove... Read More
Continuing our retirement community spotlight series, today we are excited to talk about the Keystones, another wonderful community in Cedar Rapids. We had the privilege to speak with Keystones’... Read More
Welcome, readers. We are delighted to kick-off our retirement community spotlight series with a profile of Meth-Wick Community. This Life Plan Community is located in Cedar Rapids, IA and... Read More
“Embrace uncertainty. Some of the most beautiful chapters in our lives won’t have a title until much later.” – Bob Goff One of the most beautiful, intoxicating parts of life... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
How do you evaluate if a voluntary severance or early retirement package is the right deal for you? There are a few things you should consider. Read More
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